Will vs. Trust: Which is Right for You?
When you sit down to create your estate plan, there are likely dozens of questions running through your mind. Who should get possession of your home? Who should run the ...
Financial Powers of Attorney
The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when ...
Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have in the bank, you and your family can ...
The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits. This is absolutely not true. While ...
Who gets Your “Stuff”: Four Tips for Success
What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide ...
What Does a Discretionary Trust Mean?
Sometimes giving assets outright to a beneficiary – such a child, a grandchild or a loved one with special needs – is not the ideal method of distributing assets in ...
When is “Living Probate” Necessary?
If you become incapacitated, who is going to take care of you? You will not be able to make medical decisions for yourself and you will not be able to ...
Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
Whether or not you currently have estate planning documents, one important item to add to your calendar is getting an estate plan checkup. Don’t Have an Estate Plan? If you ...
Who Benefits from an IRA Inheritance Trust?
Most people associate wills with estate planning, but there are other strategies to help plan for the future health and financial well-being of you and your family. Using an IRA ...
Four Reasons Everyone Needs an Estate Plan
Many people are under the impression that estate plans are only necessary for those with substantial wealth. In fact, estate plans are important for everyone who wants to plan for ...